Nebius: Customer Financing Changes The Entire Risk Profile

Group 1 - Nebius (NBIS) is positioned in the AI tech sector, which is currently facing market disillusionment towards businesses investing in future growth [1] - The market experiences cyclical periods of disenchantment, impacting investor sentiment and stock performance [1] Group 2 - Michael Wiggins De Oliveira, an Inflection investor, emphasizes the importance of simplicity for achieving superior investment returns [2] - Since 2024, the Deep Value Returns portfolio has increased by 174%, outperforming the Nasdaq's 58% growth as of January 6, 2026 [2] - The investment strategy focuses on acquiring stocks when their outlook is expected to improve, thereby minimizing downside risk while positioning for strong future performance [2] - The portfolio typically consists of 15 to 20 concentrated stocks with an average holding period of 18 months, primarily in tech and energy sectors [2] - The Investing Group Deep Value Returns offers insights, timely updates, and community support for both new and experienced investors [2]